Capital Markets Portfolio Manager

Role Description

We are seeking a highly experienced, execution-oriented Project Management Executive Director to lead strategic program and portfolio delivery across the Markets Technology organization. This role is accountable for driving the successful execution of a complex book of work spanning Front Office, Middle Office, Back Office, Risk, Finance, Regulatory, Data, Infrastructure, and Enterprise Technology initiatives supporting the Markets business globally.

Role Objectives

• Portfolio Leadership & Delivery Execution

• Planning, Governance & Financial Oversight

• Portfolio Management & Prioritization

• Business & Stakeholder Engagement

• Global Delivery & Team Leadership

• Operational Excellence & Transformation

Qualifications And Skills

• 15+ years of experience leading large-scale technology programs, portfolios, or PMO organizations within financial services.

• Deep understanding of capital markets and investment banking technology environments.

• Proven experience managing complex portfolios across Front Office, Middle Office, Back Office, Risk, Finance, Regulatory, and Data domains.

• Strong portfolio governance, financial management, budgeting, forecasting, and investment management experience.

• Demonstrated success delivering enterprise-scale transformation initiatives.

• Experience managing globally distributed teams and complex stakeholder environments.

• Strong executive presence with the ability to communicate effectively with senior management and executive leadership.

• Outstanding organizational, analytical, problem-solving, and decision-making capabilities.

Preferred Qualifications

• Expertise with Agile, Scrum, Kanban, SAFe, or hybrid delivery methodologies.

• Experience implementing portfolio management, capacity planning, and investment governance frameworks.

• Working knowledge of Jira, Portfolio Management tools, and executive reporting platforms.

• Experience managing technology modernization, cloud migration, data transformation, or platform replacement initiatives.

• PMP, PgMP, PMI-ACP, SAFe, or equivalent certification preferred.

What Success Looks Like

• A transparent, well-governed Markets Technology portfolio with clear ownership and accountability.

• Predictable delivery performance with improved execution against strategic commitments.

• No material surprises related to scope, timeline, budget, or resource capacity.

• Executive leadership has clear visibility into portfolio health, risks, investments, and delivery outcomes.

• Effective prioritization of technology investments aligned to business objectives.

• Strong financial governance and accurate forecasting across the portfolio.

• Measurable improvements in delivery efficiency, operational effectiveness, controls, resiliency, and business value realization.

• Successful execution of strategic transformation, modernization, and regulatory initiatives across Markets Technology.

Additional Requirements

• SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office.

• SMBC requires that employees live within a reasonable commuting distance of their office location.

• Prospective candidates will learn more about their specific hybrid work schedule during their interview process.

• Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

• SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law.